By Daniel Foelber
Publication Date: 2025-12-29 19:00:00
Oracle is transforming from a technology company to a major provider of high-performance computing infrastructure and services.
Shares of oracle (ORCL 1.32%)the database and cloud computing specialist, has kept pace with developments S&P 500 in 2025 – a 17% increase year to date at the time of writing, compared to a 17.5% increase in the index. But the tech giant’s stock has fallen about 40% since its all-time high (in August this year).
In hindsight, Oracle stock probably rose too much and too fast in a short period of time, driven by the company’s exuberance Cloud computing deals with OpenAI, Metaplatformsand other well-known companies. But the sell-off is exaggerated.
Here’s what investors are getting wrong about Oracle and why the stock is a good buy for 2026.
Image source: Getty Images.
Oracle’s divisive transformation
Financial markets often find it difficult to set prices for companies undergoing transformation. After all, investor expectations arise from what a company does and what is expected of it…
